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Name Holding Trade Value Shares
Change
Change in
Stake
CH
251
Canton Hathaway
Rhode Island
$350K +$66K +1,500 +33%
BRWA
252
B. Riley Wealth Advisors
Florida
$348K +$64.9K +1,475 +32%
Vanguard Personalized Indexing Management
253
Vanguard Personalized Indexing Management
California
$343K +$263K +5,983 New
APA
254
American Portfolios Advisors
New York
$340K +$18.5K +420 +8%
AIP
255
Ameritas Investment Partners
Nebraska
$339K
MCM
256
MAI Capital Management
Ohio
$337K -$132 -3 -0.1%
CA
257
Clearstead Advisors
Ohio
$335K
ONGA
258
O'Neil Global Advisors
California
$334K -$829K -18,834 -76%
GSWM
259
Golden State Wealth Management
California
$329K -$26.4K -600 -9%
AF
260
Advisornet Financial
Minnesota
$329K
MIA
261
MMBG Investment Advisors
Florida
$325K -$82.7K -1,880 -25%
CC
262
Corton Capital
Ontario, Canada
$321K +$247K +5,603 New
SMF
263
Sterling Manor Financial
New York
$317K +$243K +5,521 New
UCFA
264
United Capital Financial Advisors
Texas
$317K +$243K +5,522 New
CA
265
Continuum Advisory
Idaho
$314K +$363K +8,259 New
KAS
266
Kestra Advisory Services
Texas
$313K +$36.6K +832 +18%
IWC
267
Integrated Wealth Concepts
Massachusetts
$310K -$192K -4,368 -45%
CG
268
Caprock Group
Idaho
$307K +$236K +5,355 New
AWS
269
Atria Wealth Solutions
New York
$305K +$234K +5,315 New
PWM
270
Perigon Wealth Management
California
$301K +$231K +5,245 New
KIA
271
KCM Investment Advisors
California
$298K +$229K +5,200 New
SFG
272
SNS Financial Group
Minnesota
$294K
LWAC
273
Laurel Wealth Advisors (California)
California
$293K -$39.6K -900 -15%
PFO
274
Pathstone Family Office
New Jersey
$287K +$220K +5,000 New
PP
275
Patten & Patten
Tennessee
$284K +$218K +4,950 New